Keystone Financial Group, LLC

Keystone Financial Group, LLC (CRD# 170201) is a financial advisory firm headquartered in Lexington, KY. They manage $215,239,201 in 1,307 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    215
    MILLION
  • Total Number of Accounts
    1,307
    ACCOUNTS
  • Average Account Value
    $164,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, OH, TN, TX, WA

Financial Advisors at Keystone Financial Group, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Timothy S. Jenkins
CRD#: 4865702
535 Wellington Way, Suite 360, Lexington, KY 40503
96
Wealthminder
score

Timothy Jenkins (CRD# 4865702) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 12 years of experience in the finance industry. Timothy Jenkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tobin R. Jenkins
CRD#: 4654943
535 Wellington Way, Ste 140, Lexington, KY 40503
96
Wealthminder
score

Tobin Jenkins (CRD# 4654943) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 14 years of experience in the finance industry. Tobin Jenkins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Gary J. Anderson
CRD#: 4548885
535 Wellington Way, Ste 140, Lexington, KY 40503
93
Wealthminder
score

Gary Anderson (CRD# 4548885) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 15 years of experience in the finance industry.

4
Ronald L. Brown
CRD#: 4767512
535 Wellington Way, Ste 140, Lexington, KY 40503
93
Wealthminder
score

Ronald Brown (CRD# 4767512) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 13 years of experience in the finance industry.

5
Eddie D. Cox
CRD#: 4314423
535 Wellington Way, Ste 140, Lexington, KY 40503
93
Wealthminder
score

Eddie Cox (CRD# 4314423) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 16 years of experience in the finance industry.

6
Michael W. Kretz
CRD#: 4440636
535 Wellington Way, Ste 140, Lexington, KY 40503
93
Wealthminder
score

Michael Kretz (CRD# 4440636) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 16 years of experience in the finance industry.

7
Grover A. Mollineaux
CRD#: 4730449
535 Wellington Way, Ste 140, Lexington, KY 40503
93
Wealthminder
score

Grover Mollineaux (CRD# 4730449) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 13 years of experience in the finance industry.

8
James S. Morrison
CRD#: 2072248
535 Wellington Way, Ste 140, Lexington, KY 40503
93
Wealthminder
score

James Morrison (CRD# 2072248) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 27 years of experience in the finance industry.

9
Adam E. Richardson
CRD#: 4814134
38 Public Square, Somerset, KY 42501
93
Wealthminder
score

Adam Richardson (CRD# 4814134) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Somerset, KY and has over 13 years of experience in the finance industry.

10
Eugene C. Richardson
CRD#: 1197490
535 Wellington Way, Ste 140, Lexington, KY 40503
93
Wealthminder
score

Eugene Richardson (CRD# 1197490) is an Investment Advisor Representative working at Keystone Financial Group, LLC in Lexington, KY and has over 34 years of experience in the finance industry.

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